Course Description

It is my belief that as we have to make life decisions, we can be sure that money decisions are right around the corner.  Whether, you are getting married, having a child, changing a job, relocating to a new city, or accepting a promotion, we all have to make a money decision regarding each and every life decision.  The focus of the "Money Decisions" Financial Literacy Course is to guide you in taking the mystery out of investing basics in order to help you make wise money decisions. 

In this course you will:

  • On-Demand Content - Get access to the course 24/7
  • Build the confidence about the fundamentals of investing.
  • Delay Procrastination in understanding investing concepts
  • Remove the taboo and mystery regarding investing
  • Take quizzes throughout the online course to test your knowledge
  • Take action and speak intelligently about your finances
  • Make better investing money decisions
So let's get started!


Founder and Fee-Only CERTIFIED FINANCIAL PLANNER™

Shehara Wooten, CFP®

This is the instructor section. You can use this space to tell and show your students who you are and why you're the perfect person to teach the course you're offering. You can talk about your work and education history, and really anything else that shows off who you are so your students get excited about learning from you. You're the expert after all, this is your chance to shine!

Course curriculum

  • 1

    Welcome to the course!

    • A message from the instructor: What to Expect from this course!

    • How to use this course

    • Before we begin...
  • 2

    Investing Basics Overview

    • Investing Basics Overview Introduction

    • Sharing My Story

    • Vision, Values, Goals

    • Why Investing Goals?

    • Check Your Understanding

    • The Market

    • Types of Investments

    • Check Your Understanding

    • What is a Bond Overview?

    • Bond Characteristics

    • Check Your Understanding

    • Stocks Overview

    • Check Your Understanding

    • Mutuals Funds Overview

    • Check Your Understanding

    • Intro to Diversification and Asset Allocation

    • Diversification

    • Quality Investments

    • Asset Allocation

    • Check Your Understanding

    • Risk Tolerance and Time Horizon

    • Systematic Investing

    • Check Your Understanding

    • Rules of Thumb

    • What Should I Focus on?

    • Check Your Understanding

    • Homework

    • Thank You!

    • Investing Basics Worksheet

    • Quick Survey
  • 3

    FIXED INCOME FOUNDATION

    • A Message from Shehara!

    • What is a Bond?

    • Review of the Types of Investments

    • What is a Bond?

    • What is a Bond? (cont'd)

    • Key Characteristics of Bonds

    • Check Your Understanding

    • Diversification

    • Bond Maturity

    • Bond Strategy

    • Check Your Understanding

    • Bond Pricing

    • Bond Pricing (cont'd)

    • Bond Pricing (cont'd)

    • Bond Pricing (cont'd)

    • Bond Types

    • Bond Quality

    • Check Your Understanding

    • Homework

    • Take a Break Message!
  • 4

    Stocks: Your Questions Answered

    • Video Message from Shehara!

    • Stocks: Your Questions Answered

    • Stocks

    • The Market Revisited

    • What is a Stock?

    • Check Your Understanding

    • Common Stock

    • Preferred Stock

    • Investing In Stocks

    • Why are Dividends Important?

    • Diversification

    • Check Your Understanding

    • More Baskets: Diversification

    • Unpacking the Basket: Diversification

    • Unpacking the Basket: Diversification Chart

    • Systematic Investing

    • Stocks Homework

    • Check Your Understanding

    • Quick Survey
  • 5

    Mutual Fund Basics

    • Message from Shehara: Mutual Fund Basics

    • Mutual Fund Basics Introduction

    • The Market Review

    • Fiduciary vs Salesperson

    • Types of Investments Revisited

    • What is a Mutual Fund?

    • Check Your Understanding

    • Diversification

    • Types of Mutual Funds

    • Equity Funds

    • Equity Funds (cont'd)

    • Check Your Understanding

    • Fixed Income Funds

    • Money Market Funds

    • Check Your Understanding

    • Key Characteristics

    • Mutual Fund Fees

    • Check Your Understanding

    • Quick Survey
  • 6

    Protect Your Wealth

    • Message from Shehara: Protect Your Wealth

    • Protecting Your Wealth

    • Build Your Fortress

    • Why Preparation?

    • Check Your Understanding

    • Build a Strong Foundation

    • Pay Attention to Your Chambers

    • Check Your Understanding

    • Rising Costs: Inflation

    • Rising Costs Examples

    • Long Term Care Introduction

    • Long Term Care Facts

    • Long Term Care Facts (cont'd)

    • Check Your Understanding

    • Health Care Costs

    • Protect Your Fortress

    • Check Your Understanding

    • Quick Survey
  • 7

    Final Steps...

    • Congratulations from Shehara

    • Before you go...

    • Next steps...